Wealth Management Strategies, Inc.
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
36
- Value ($000)
$149,489
- Date Filed05/15/2025
- Form type13F-HR
- CIK0002057285
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $25.25M | 17 % | 68,101 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $16.21M | 11 % | 491,315 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $15.91M | 11 % | 312,928 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.97M | 7 % | 331,100 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $9.21M | 6 % | 394,006 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $9.01M | 6 % | 392,562 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $8.80M | 6 % | 392,313 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $7.87M | 5 % | 353,920 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.56M | 5 % | 43,743 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.93M | 5 % | 153,015 |
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